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CreativeOne Wealth’s Constellation Brands STZ Stock Holding History

CreativeOne Wealth’s Portfolio STZ Stock Details STZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,500
Closed -$244K – 1213
2025
Q2 		$244K Buy
1,500
+190
+15% +$34.1K 0.01% 995
2025
Q1 		$240K Sell
1,310
-1,325
-50% -$241K 0.01% 940
2024
Q4 		$582K Buy
2,635
+443
+20% +$105K 0.02% 648
2024
Q3 		$565K Buy
+2,192
New +$543K 0.02% 584
2022
Q2 		– Sell
-2,648
Closed -$610K – 801
2022
Q1 		$610K Buy
+2,648
New +$611K 0.03% 377

Other funds holding STZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $44.4B AUM 36.05% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CreativeOne Wealth's STZ Position: Q3 2025 in Review

CreativeOne Wealth sold out of Constellation Brands (STZ) in Q3 2025, closing a stake of 1,500 shares — an estimated $244K sold.

CreativeOne Wealth first reported a position in STZ in Q1 2022 and held it in 5 quarters. The position peaked at $610K in Q1 2022. 1,044 funds tracked by Wall St. Rank hold STZ as of Q3 2025.

  • CreativeOne Wealth reported no remaining Constellation Brands position as of Q3 2025 after selling out during the quarter.
  • CreativeOne Wealth sold 1,500 Constellation Brands shares in Q3 2025, an estimated $244K.
  • CreativeOne Wealth first reported a position in Constellation Brands in Q1 2022 and held it in 5 quarters.
  • CreativeOne Wealth's Constellation Brands position peaked at $610K in Q1 2022.
  • 1,044 funds tracked by Wall St. Rank held Constellation Brands as of Q3 2025.

Based on CreativeOne Wealth's 13F filing for Q3 2025, filed 13 Nov 2025.